Rethinking Tax Strategy

Written By Alicyn McLeod

How to generate significant tax savings:

Old way:

  • Blanket tax loss harvest

  • Deductible 401k contributions

  • Reduce current year marginal tax rates

  • Knee-jerk S Corps for solopreneurs

New way:

  • Bespoke strategies for portfolio tax-efficiency

  • Consider Roth account contributions & conversions

  • Multi-generational tax planning

  • Careful analysis of entity options

Customized tax savings for the long haul > short-term benefits from boilerplate advice.

As taxes become more complicated, “tried & true” moves may not be your best option.

Alicyn McLeod
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